An Insightly administrator with an Intuit login can connect Insightly to the QuickBooks Online accounting program.
This will allow you to display customer summaries and the status of individual invoices, payments, or estimates to selected Insightly users. Once you're set up, you'll be able to use QuickBooks Online with Insightly.
Activating the QuickBooks Online integration
You must be an Insightly administrator to install the QuickBooks Online integration.
- In Insightly, go to the System Settings page and select Integrations.
- Click the Install button for QuickBooks.
- Click the Install Integration button.
Click the Authorize button to allow Insightly to display your QuickBooks Online data whenever you request it.
Back on the Insightly Quickbooks Online integration page, select the Insightly users who will have permission to view the QBO financial information in Insightly. You can choose Everyone, a specific team, or selected individuals. Click the Save Permissions button to save the change.
Now, your selected Insightly users will be able to link and view QuickBooks Online information right from the QuickBooks subtab in your Insightly records.
To learn how to use the QuickBooks Online integration, see:
Using QuickBooks Online with Insightly
Disconnecting Insightly from QuickBooks Online
If you later want to disconnect Insightly from your QuickBooks account, you can remove the permissions you've granted. Log into QuickBooks Online and revoke access under Manage My Apps in the Intuit App Center. Click Disconnect next to the app name to remove the connection.